i think that the 10% switch would not be considered a portfolio rebalancing...because it did not affect much of the portfolio allocation....i guess just about minor % changes.

This post has been edited by yklooi: Aug 4 2014, 12:05 PM

a positive enhancer for those who liked Asia X Jpn and EM region UTs....

The Start of an Asian Bull Run

Asia ex Japan equities and emerging market equities continue to rise steadily even as Europe and US markets erased a little of their shine. Year-to-date, if we compare Asia ex Japan, Europe, US and emerging markets, it is Asia ex Japan which are now the best performing market within this group.

https://secure.fundsupermart.com/main/resea...SJBlog_20140804

This post has been edited by yklooi: Aug 4 2014, 08:34 PM

many "experts" says that US has limited upside potential.
Asia X jpn and GEM has more upside......
btw, do you hv US allocation in yr portfolio?

those in brackets are % of allocations or ROI or annualized returns?

Geopolitical Risks – What Can An Investor Do?

In this article, we show investors how to view geopolitical risks and provide some potential measures to mitigate these risks. iFAST Research Team August 5, 2014

https://secure.fundsupermart.com/main/artic...vestor-Do--9633

no very sure about this term....ex, best returns, best low volatility, best xxxxx?...and also the durations and what asset class?
anyway,..you can try this.
http://invest-made-easy.blogspot.com/2014/...rust-funds.html

it has some analysis on Best performing UT for M'sia, Asia X Jpn, and Greater China funds as at 14 july 2014

or at FSM website...
http://www.fundsupermart.com.my/main/fundi...formed=topFunds

This post has been edited by yklooi: Aug 7 2014, 11:16 AM

you have this ratio in yr portfolio?

EI Small Caps fund got ranked (listed) in last 5 out of 8 terms (longer terms EISCF wins in terms of listing in top 5 funds)
http://www.fundsupermart.com.my/main/fundi...formed=topFunds

This post has been edited by yklooi: Aug 7 2014, 12:26 PM

1.47% drop......just wandering how much cheaper will the mkt valuation be?

FBMSCAP dropped 1.84% today, then 1~2 days later can see NAV of SC funds dropped more

good for you.....mine still MINUS 4.56% since April.

U.S. Stocks Rally as S&P 500 Touches 2,000 for First Time

The S&P 500 rose 0.6 percent to 1,999.69 at 10:13 a.m. in New York. It climbed as high as 2,000.24, an all-time high. The Dow Jones Industrial Average added 97.74 points, or 0.6 percent, to 17,098.96.

“There are a lot of positive fundamentals which support further momentum in the housing market,” Peter Garnry, head of equity strategy at Saxo Bank A/S in Hellerup, Denmark, said in a phone interview. “Good housing data would support the view that the U.S. economy is growing quite well.”

http://www.bloomberg.com/news/2014-08-25/u...sales-data.html

Time to be Fearful? or

S&P 500 Tops 2,000. Don’t Do Anything. By Peter Coy August 25, 2014

".......if you don’t need to draw on your savings anytime soon, SPX2K is no more significant than Y2K was 14 years ago".

http://www.businessweek.com/articles/2014-...or-hold#r=hp-ls

This post has been edited by yklooi: Aug 26 2014, 07:02 AM

Bolehland weak...does the valuation still high?
Asia Market solid...does the valuation still yummy?

which one got more greater upside potential?

geeee,...just hope that the fund managers of my funds does not pick funds based on that concept. Else will get heart attack.

do start by...getting to know yourself..and the rest of the articles in there

http://www.fundsupermart.com.my/main/schoo...d.svdo?PageID=1

Geopolitical Risks – What Can An Investor Do? August 11, 2014
In this article, we show investors how to view geopolitical risks and provide some potential measures to mitigate these risks. Author : iFAST Research Team

http://www.fundsupermart.com.my/main/resea...?articleNo=4874

the funds that one holds MAY not be having any index linked stocks.

OK,
that was just for info to others that don't know and are lurking in here.